Mutual Funds | ||
Franklin India Smaller Companies Fund Growth |
OVERVIEW | FUND INFO | PORTFOLIO |
Morningstar® Category Small/Mid-Cap |
Total Net Assets (mil) 72,801.08 INR |
Morningstar® Benchmark IISL Nifty Free Float Midcap 100 PR INR Used throughout report |
Fund Benchmark IISL Nifty Free Float Midcap 100 PR INR |
RETURNS (%) | FUND | BENCHMARK | CATEGORY |
3M | 0.41 | -0.01 | 0.37 |
6M | 6.11 | 5.11 | 5.76 |
1Y | 12.56 | 11.57 | 14.15 |
3Y* | 12.27 | 10.56 | 11.20 |
5Y* | 26.86 | 17.91 | 23.24 |
10Y* | 12.96 | 7.27 | 10.43 |
*Annualised Return | Data Through 15/02/2018 |
QUARTERLY RETURNS (%) | Q1 | Q2 | Q3 | Q4 |
2018 | - | - | - | - |
2017 | 20.21 | -2.13 | -0.61 | 14.59 |
2016 | -9.54 | 14.90 | 8.67 | -2.06 |
2015 | 19.10 | -6.41 | -1.97 | 6.57 |
2014 | 16.29 | 29.75 | 21.63 | 15.47 |
RISK MEASURES | |
3Y Alpha | 2.78 |
3Y Beta | 0.84 |
3Y R-Squared | 86.13 |
3Y Info Ratio | 0.20 |
3Y Tracking Error | 5.67 |
3Y Sharpe Ratio | 0.80 |
3Y Std Dev | 17.34 |
Risk | Low |
5Y Risk | bel avg |
10Y Risk | bel avg |
Calculations use IISL Nifty Free Float Midcap 100 PR INR (where applicable) |
Morningstar Style BoxTM
* Report as of 16 Feb 2018
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